Financial advisors who start with what matters to you.
We're a full service fiduciary financial planning practice focused on the fundamentals that turn vision into reality: disciplined planning, tax-efficient strategies, and the intentional decision-making needed to stay on track toward the life you've envisioned.
Most firms are racing toward automation. We're walking the other direction.
We keep it human
Our commitment to Significant Service means when you call because something's keeping you up, you get an actual response from someone who knows your situation.
We help your adult kids with their questions. We coordinate with your CPA year-round, not just at tax time.
Money decisions are emotional. They deserve more than a chatbot and a quarterly report.
Our over 99% retention rate isn't about delivering the highest returns—it's because once you experience an advisor who actually knows you, you don't want to go back.
Let’s figure out what financial independence means to you.
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Comprehensive Financial Planning
We create clarity about where you stand and what you need to do next—in language that makes sense.
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Tax Mitigation
Year-round tax management can save you hundreds of thousands over time. Most advisors only think about taxes during filing season. We think about them every time we touch your account.
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Transition to Retirement Planning
We help you make the most of your final working years and build a retirement plan that meets your personal needs and vision.
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The Ongoing Partnership
Life happens. Markets shift. Questions come up. We're here for all of it.
“Daus Financial Group is our hub for estate and personal planning. They’re very committed to their client base, and it’s a personal commitment – they know who you are and will go that extra step, regardless, to help you with any kind of issue”
Jim & Gail
People don’t have to be money experts to live well.
We understand that most people are experts at something other than financial planning.
We work with a variety of individuals, no matter how close or far you are from retirement, it’s always a great time to make meaningful changes.
As an independent firm, we have the freedom to focus solely on our clients' best interests, offering unbiased guidance without the constraints of proprietary products or corporate mandates.
